{"slug":"onto-innovation","name":"Onto Innovation","name_en":"Onto Innovation","ticker":"ONTO","updated_at":"2026-07-12T06:27:00.55169+00:00","canonical":"https://valuechain.wiki/onto-innovation","same_as":["https://finance.yahoo.com/quote/ONTO","https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=704532"],"citable":"밸류체인 그래프 기준 Onto Innovation의 직접 연결 기업은 3곳(관계 기준 공급 0·매출 3)이고, 사슬을 2차까지 넓히면 28곳에 닿는다. 링크의 근거 출처는 4건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-07-12 기준).","citable_en":"Per the valuechain.wiki graph, Onto Innovation is directly linked to 3 companies (0 supply, 3 revenue relationships) and reaches 28 companies within two hops; the links are backed by 4 dated sources, 2 of them primary filings (as of 2026-07-12).","kicker":"NYSE · 반도체 계측·검사 · 어드밴스드 패키징·HBM","kicker_en":"NYSE · Metrology & inspection · advanced packaging/HBM","lead":"어드밴스드 패키징·HBM 검사에 강점을 둔 반도체 계측·검사 장비사로, 후공정 투자 사이클에 직접 연동된다. FY2025 매출은 $10.05억(+1.8%)으로 사상 최대지만, 성장의 질은 어드밴스드 노드 매출이 2배($1.485억→~$3억)로 뛰고 어드밴스드 패키징·스페셜티가 $5억을 넘긴 데 있다 — 총매출이 완만해도 AI·HBM 축은 구조적으로 커졌다. 성장 논지는 HBM·2.5D/3D 패키징이다: 미세·적층 구조가 복잡해질수록 계측·검사 단계가 늘어 장비 수요가 구조적으로 증가하며, 삼성·SK하이닉스·TSMC가 그 창구다. 관건은 후공정 캐펙스 사이클 변동성과 소수 대형 고객 집중이다.","lead_en":"A semiconductor metrology/inspection maker strong in advanced packaging and HBM inspection, tied directly to the back-end investment cycle. FY2025 revenue was a record $1.0053B (+1.8%), but the quality of growth lies in Advanced Nodes doubling ($148.5M→~$300M) and Advanced Packaging & Specialty exceeding $500M — even with modest total growth, the AI/HBM axis expanded structurally. The thesis is HBM and 2.5D/3D packaging: as structures grow more miniaturized and stacked, metrology/inspection steps multiply and tool demand rises structurally, with Samsung, SK hynix and TSMC the channel. The crux is back-end capex-cycle volatility and concentration in a few large customers.","segments":{"fy":2025,"parts":[{"desc":"매출 $5억+(FY2025). HBM·2.5D/3D 패키징 검사 — 적층·미세화가 검사 단계를 늘리는 구조적 수요의 본체. 고객 삼성·SK하이닉스·TSMC. 2026 가이던스 +30%↑.","name":"어드밴스드 패키징·스페셜티"},{"desc":"매출 ~$3억(FY2024 $1.485억에서 2배). 선단 로직 계측 — AI capex 상승의 직접 수혜 축.","name":"어드밴스드 노드"},{"desc":"수율관리 SW·설치기반 서비스 — 반복 매출.","name":"소프트웨어·서비스"}],"total":"FY2025 매출 $10.05억(+1.8%, 사상 최대), GAAP 순이익 $1.368억·희석EPS $2.78·매출총이익률 49.7%(전년 52.2%). 4분기 $2.669억 분기 최대. ★어드밴스드 노드 매출 ~$3억(FY2024 $1.485억에서 2배)·어드밴스드 패키징+스페셜티 $5억+로 AI·HBM 축이 견인.","source":"https://investors.ontoinnovation.com/news/news-details/2026/Onto-Innovation-Reports-2025-Fourth-Quarter-and-Full-Year-Results/default.aspx"},"segments_en":{"fy":2025,"parts":[{"desc":"Revenue $500M+ (FY2025). HBM and 2.5D/3D packaging inspection — the core of structural demand where stacking/miniaturization multiply inspection steps. Customers Samsung, SK hynix, TSMC. 2026 guide +30%+.","name":"Advanced Packaging & Specialty"},{"desc":"Revenue ~$300M (2x from $148.5M in FY2024). Leading-edge logic metrology — a direct beneficiary of rising AI capex.","name":"Advanced Nodes"},{"desc":"Yield-management software and installed-base services — recurring revenue.","name":"Software & Services"}],"total":"FY2025 revenue $1.0053B (+1.8%, record), GAAP net income $136.8M, diluted EPS $2.78, gross margin 49.7% (vs 52.2%). Q4 record $266.9M. Advanced Nodes ~$300M (2x from $148.5M in FY2024) and Advanced Packaging + Specialty $500M+ drove the AI/HBM axis.","source":"https://investors.ontoinnovation.com/news/news-details/2026/Onto-Innovation-Reports-2025-Fourth-Quarter-and-Full-Year-Results/default.aspx"},"returns_yearly":{"2021":112.9,"2022":-32.7,"2023":124.6,"2024":9,"2025":-5.3,"2026":103.6},"return_asof":"2026-07-10","value_chain":{"leading":[{"slug":"dell","name":"Dell","name_en":"Dell Technologies","tier":3,"returns_yearly":{"2021":51.2,"2022":-26.6,"2023":95.9,"2024":53,"2025":11.2,"2026":248.1}},{"slug":"seagate","name":"Seagate","name_en":"Seagate Technology","tier":3,"returns_yearly":{"2021":87.5,"2022":-51.4,"2023":69.1,"2024":4.1,"2025":225.3,"2026":231.4}},{"slug":"lenovo","name":"Lenovo","name_en":"Lenovo","tier":3,"returns_yearly":{"2021":-4.6,"2022":-20.9,"2023":36.2,"2024":18.2,"2025":-0.6,"2026":175.7}},{"slug":"sk-hynix","name":"SK하이닉스","name_en":"SK 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반영됐다. 리스크는 후공정 캐펙스 사이클 변동성과 삼성·SK·TSMC 소수 대형 고객 집중이며, 그래프 파급은 메모리·파운드리 3사의 HBM·패키징 투자가 온투 장비 수주로 전이되는 경로다.","analysis_en":"A metrology/inspection maker strong in advanced packaging and HBM inspection, tied directly to the back-end investment cycle. The thesis — 'stacking and miniaturization multiply inspection steps' — is supported by FY2025: total revenue grew a modest +1.8%, but Advanced Nodes doubled ($148.5M→~$300M) and Advanced Packaging & Specialty exceeded $500M, expanding the AI/HBM axis structurally, with 2026 guidance of +30%+ advanced-packaging growth and a record backlog. Gross margin, however, slipped from 52.2% to 49.7%, reflecting mix and investment during the growth phase. Risks are back-end capex-cycle volatility and concentration in a few large customers (Samsung, SK, TSMC); in graph terms, HBM/packaging investment by the three memory/foundry leaders transmits into Onto tool orders.","analysis_asof":"2026-07-09"},"edges":[{"direction":"revenue","counterparty":"SK하이닉스","counterparty_slug":"sk-hynix","confidence":"high","metric":{"type":"revenue","unit":"USD","basis":"어드밴스드 패키징·스페셜티 부문 매출 $5억+(HBM·2.5D/3D 검사)","value":500000000,"period":"2025","basis_en":"Advanced Packaging & Specialty segment revenue $500M+ (HBM, 2.5D/3D inspection)","qualifier":"approx"},"note":"SK하이닉스 HBM 검사에 장비 공급 — HBM 캐파 증설이 계측·검사 단계 수요로 직접 전이.","note_en":"Supplies HBM-inspection tools to SK Hynix — HBM capacity expansion transmits directly into metrology/inspection demand.","sources":[{"stance":"confirms","publisher":"Seeking Alpha","publisher_en":"Seeking Alpha","kind":"research","lang":"en","published_at":"2026-02-20","url":"https://seekingalpha.com/news/4554391-onto-innovation-projects-over-30-percent-advanced-packaging-growth-in-2026-amid-record","title":"온투, 2026 어드밴스드 패키징 +30%↑ 전망(기록적 수주잔고·AI 수요)","title_en":"Onto Innovation projects over 30% advanced packaging growth in 2026 amid record backlog and AI demand","excerpt":"Seeking Alpha: 온투가 2026년 어드밴스드 패키징 +30%↑, 기록적 수주잔고와 AI 수요를 제시.","excerpt_en":"Seeking Alpha: Onto projects over 30% advanced-packaging growth in 2026 amid record backlog and AI demand."},{"stance":"confirms","publisher":"Onto Innovation IR","publisher_en":"Onto Innovation IR","kind":"filing","lang":"en","published_at":"2026-02-19","url":"https://investors.ontoinnovation.com/news/news-details/2026/Onto-Innovation-Reports-2025-Fourth-Quarter-and-Full-Year-Results/default.aspx","title":"Onto Innovation 2025년 4분기·연간 실적","title_en":"Onto Innovation Reports 2025 Fourth Quarter and Full Year Results","excerpt":"FY2025 어드밴스드 패키징·스페셜티 $5억+, 어드밴스드 노드 ~$3억(FY2024 $1.485억에서 2배). HBM 캐파 증설이 계측·검사 수요로 전이. 2026 어드밴스드 패키징 +30%↑·기록적 수주잔고.","excerpt_en":"FY2025 Advanced Packaging & Specialty $500M+, Advanced Nodes ~$300M (2x from $148.5M in FY2024). HBM capacity expansion transmits into metrology/inspection demand. 2026 advanced-packaging +30%+, record backlog."},{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":"2025-09-01","url":"https://www.thelec.kr/news/articleView.html?idxno=38886","title":"Onto·Camtek HBM 검사 과점","title_en":"Onto/Camtek dominate HBM inspection","excerpt":"SK하이닉스에 계측·검사 장비 공급.","excerpt_en":"Supplies metrology and inspection tools to SK hynix."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-06","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ONTO&type=10-K","title":"Onto Innovation 10-K","title_en":"Onto Innovation Form 10-K","excerpt":"SK하이닉스에 계측·검사 장비 공급.","excerpt_en":"Supplies metrology and inspection tools to SK hynix."}]},{"direction":"revenue","counterparty":"삼성전자","counterparty_slug":"samsung-electronics","confidence":"mid","metric":{"type":"revenue","unit":"USD","basis":"온투 FY2025 총매출 $10.05억(+1.8%, 사상 최대) — 고객별 비중 미공개","value":1005300000,"period":"2025","basis_en":"Onto FY2025 total revenue $1.0053B (+1.8%, record) — per-customer share undisclosed","qualifier":"company_total"},"note":"삼성전자 메모리·패키징 검사에 장비 공급 — 후공정 투자 사이클의 핵심 수요처.","note_en":"Supplies memory/packaging inspection tools to Samsung — a core demand point in the back-end investment cycle.","sources":[{"stance":"confirms","publisher":"Onto Innovation IR","publisher_en":"Onto Innovation IR","kind":"filing","lang":"en","published_at":"2026-02-19","url":"https://investors.ontoinnovation.com/news/news-details/2026/Onto-Innovation-Reports-2025-Fourth-Quarter-and-Full-Year-Results/default.aspx","title":"Onto Innovation 2025년 4분기·연간 실적","title_en":"Onto Innovation Reports 2025 Fourth Quarter and Full Year Results","excerpt":"FY2025 총매출 $10.05억(+1.8%, 사상 최대), 순이익 $1.368억·EPS $2.78. 삼성 등 메모리·패키징 검사 핵심 고객(고객별 매출 비중 미공개).","excerpt_en":"FY2025 total revenue $1.0053B (+1.8%, record), net income $136.8M, EPS $2.78. Samsung among core memory/packaging inspection customers (per-customer share undisclosed)."},{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":"2025-09-01","url":"https://www.thelec.kr/news/articleView.html?idxno=38886","title":"Onto·Camtek HBM 검사 과점","title_en":"Onto/Camtek dominate HBM inspection","excerpt":"삼성전자에 계측·검사 장비 공급.","excerpt_en":"Supplies metrology and inspection tools to Samsung Electronics."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-06","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ONTO&type=10-K","title":"Onto Innovation 10-K","title_en":"Onto Innovation Form 10-K","excerpt":"삼성전자에 계측·검사 장비 공급.","excerpt_en":"Supplies metrology and inspection tools to Samsung Electronics."}]},{"direction":"revenue","counterparty":"TSMC","counterparty_slug":"tsmc","confidence":"mid","metric":null,"note":"TSMC 첨단 패키징(CoWoS 등)에 계측·검사 장비 공급 — 적층·미세화가 복잡해질수록 검사 수요가 구조적으로 증가.","note_en":"Supplies metrology/inspection tools for TSMC advanced packaging (e.g., CoWoS) — inspection demand rises structurally as stacking and miniaturization grow complex.","sources":[{"stance":"confirms","publisher":"디일렉","publisher_en":"TheElec","kind":"news","lang":"ko","published_at":"2025-09-01","url":"https://www.thelec.kr/news/articleView.html?idxno=38886","title":"Onto·Camtek HBM 검사 과점","title_en":"Onto/Camtek dominate HBM inspection","excerpt":"TSMC에 계측·검사 장비 공급.","excerpt_en":"Supplies metrology and inspection tools to TSMC."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-06","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ONTO&type=10-K","title":"Onto Innovation 10-K","title_en":"Onto Innovation Form 10-K","excerpt":"TSMC에 계측·검사 장비 공급.","excerpt_en":"Supplies metrology and inspection tools to TSMC."}]},{"direction":"cost","counterparty":"설비·인프라 (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"생산 설비·인프라 투자(비공개).","note_en":"Production equipment and infrastructure (undisclosed).","sources":[{"stance":"mentions","publisher":"Onto Innovation IR","publisher_en":"Onto Innovation IR","kind":"filing","lang":"en","published_at":"2026-02-19","url":"https://investors.ontoinnovation.com/news/news-details/2026/Onto-Innovation-Reports-2025-Fourth-Quarter-and-Full-Year-Results/default.aspx","title":"Onto Innovation 2025년 4분기·연간 실적","title_en":"Onto Innovation Reports 2025 Fourth Quarter and Full Year Results","excerpt":"FY2025 실적: 계측·검사 장비 제조의 설비·부품·R&D 원가(개별 공급사 비중 비공개).","excerpt_en":"FY2025 results: equipment, parts and R&D cost of metrology/inspection tool manufacturing (individual supplier shares undisclosed)."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-06","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ONTO&type=10-K","title":"Onto Innovation 10-K","title_en":"Onto Innovation Form 10-K","excerpt":"생산 설비·인프라 투자(비공개).","excerpt_en":"Production equipment and infrastructure (undisclosed)."}]},{"direction":"cost","counterparty":"부품·소재·R&D (비공개)","counterparty_slug":null,"confidence":"low","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"계측·검사 장비 제조용 부품·소재·R&D(비공개).","note_en":"Parts, materials and R&D (undisclosed).","sources":[{"stance":"mentions","publisher":"Onto Innovation IR","publisher_en":"Onto Innovation IR","kind":"filing","lang":"en","published_at":"2026-02-19","url":"https://investors.ontoinnovation.com/news/news-details/2026/Onto-Innovation-Reports-2025-Fourth-Quarter-and-Full-Year-Results/default.aspx","title":"Onto Innovation 2025년 4분기·연간 실적","title_en":"Onto Innovation Reports 2025 Fourth Quarter and Full Year Results","excerpt":"FY2025 실적: 계측·검사 장비 제조의 설비·부품·R&D 원가(개별 공급사 비중 비공개).","excerpt_en":"FY2025 results: equipment, parts and R&D cost of metrology/inspection tool manufacturing (individual supplier shares undisclosed)."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-06","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=ONTO&type=10-K","title":"Onto Innovation 10-K","title_en":"Onto Innovation Form 10-K","excerpt":"계측·검사 장비 제조용 부품·소재·R&D(비공개).","excerpt_en":"Parts, materials and R&D (undisclosed)."}]}]}